A breakaway RIA gets a new identity.


Chemistry Wealth Management was a tight-knit group of professionals, working at one of the large wirehouses, who sought to become an independent RIA firm. The single greatest challenge that “breakaways” face is client retention. They had to create an impactful first impression with existing clients, as well as prospects, that would instill them with confidence in the new firm and demonstrate their professionalism and ability to marshal resources. The new brand must also serve as the platform from which to launch new business acquisition efforts.


Adler created an entirely new brand complete with visuals, messaging, and language guides. Working closely with senior leadership, Adler developed a strategy for deployment that included a launch announcement, differentiated messaging, an email campaign with embedded video, video creation and a comprehensive website that described Chemistry Wealth Management’s features and benefits. The client was able to successfully launch their new company with all of the collateral material needed to support their efforts and impress their clients.